Amazon Mulls Move Into Real Estate, Zillow Tanks


#1

Here’s how Zillow’s stock is doing:


#2

Wow! Amazon is taking over everything. Groceries, real estate. I see groceries but real estate seems outside their corporate strengths but maybe it will result in something interesting.


#3

You can find handyman on Amazon, so it seems they want to expand it to include real estate agents. Which makes total sense.


#4

I’ve seen small companies doing that, until they explode for trying to grab so many things at a time.

I think it takes time and $ to structure a sales force, only to let it go when things go South.

Amazon should stick to normal sales and delivery, that’s what they do like no other company. Well, maybe Ebay.


#5

Should I switch some stocks to Amazon? Here’s a potential list:

  1. S&P Index fund
  2. APPL
  3. GOOG
  4. BIDU
  5. BABA
  6. FB
  7. YELP
  8. TLSA
  9. NFLX
  10. TWTR

Which one(s) should I sell to convert to AMZN? (Assume I have equal holdings of everything and tax consequence is not a consideration)


#6

I’m thinking AMZN should sell a chip that u put in our head fr a discount in Amazon.com, and then over a period of time understand user behavior of entire world then they can take over our lives. Lol


#7

I’d dump YELP and TWTR. Do you really think they’ll outperform Amazon over the next 5-10 years? I own: 1, 2, 4, 5, 6, 8, 9 on your list. I feel GOOG and FB are on a collision course, since they are so dependent on ad revenue. I’d consider GOOG if they actually develop some other meaningful revenue streams.


#8

Yelp and twtr are tiny little companies, amzn is a giant. I was thinking more of an Apple to Apple transfer rather than small cap to mega cap. But I see your point…


#9

If you are going to invest in a small cap, invest in one that’s growing fast.


#10

Which one???


#11

I own UBNT and SQ.

I also like XBI which is a equal weight biotech ETF. The equal weighting (everything is <3% of holdings) makes it so the smaller, higher volatility biotechs determine the performance. I like the exposure to a fast growing area. Plus, one failed drug trial doesn’t cause you to lose 50% the way individual stocks can.


#12

Interesting, both SQ and TWTR are headed by jack dorsey… maybe I should sell Twtr and buy SQ.


#13

Why don’t you learn from @marcus335’s example and give us your account password? Let us have some fun!


#14

Drop Netflix


#15

Wait but then who’s going to pay the $10 commission for buying and selling? :slight_smile:


#16

Rationale???


#17

It’s on Robinhood, so there’s no commission.

Twitter just announced a new CEO. The stock was up on the news. Now Dorsey can focus on SQ.


#18

Really??? I searched long and hard for who the new CEO is to no avail…


#19

Big boys are encroaching. Amazon video. YouTube TV. DirecTV Now. Hulu. Soon Apple Video.
I subscribed to Netflix but mostly watched YouTube.

Streaming of music, audio and video are necessary for automatous cars. So expect Tesla to come in soon or later too.


#20

Oops. It was new CFO.